-91.7%
AMIX vs ED
+24.8%
-116.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.1% | -19.9% | -20.0% |
| 7D | -8.1% | -0.9% | -7.2% | -7.7% |
| 30D | -52.3% | +11.2% | -63.4% | -55.9% |
| 3M | -83.8% | +11.8% | -95.6% | -85.1% |
| 6M | -79.0% | +14.1% | -93.1% | -80.8% |
| YTD | -87.2% | +23.0% | -110.1% | -91.6% |
| 1Y | -91.7% | +23.7% | -115.3% | -94.3% |
| All | -91.7% | +24.8% | -116.5% | -94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ED wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling